Financial Services news & resources

Microsoft Dynamics 365/CRM cloud deployments: Taking on CIO concerns in regulated industries

by Dann Anthony Maurno
The cloud is not always the answer, and it presents challenges. TechLabs London’s Mohamed Mostafa will describe those challenges, and their solutions, at Directions North Ame...
Customer Engagement Data Integration Data Management Data Migration Data Warehousing Directions NA 2017 Dynamics 365 Dynamics CRM Financial Services Power Automate Regulatory Compliance

The Missing Link in Fraud Detection: Content Management

by Francois Pienaar
Detecting fraud within a business shouldn't be difficult, but still remains a challenge for most of the industry. What is missing?
Auditing Business Process Mgmt Business Rules Mgmt Content Management Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Data Management Document Management Dynamics 365 Dynamics CRM

Microsoft Dynamics Partner Roundup: EDI for D365O; CRM for law; Beauty brand implementation; B2B relationship marketing

by Linda Rosencrance
A selection of announcements from the Microsoft Dynamics partner channel
Consumer Goods Customer Relationship Mgmt Dynamics 365 EDI Financial Services Legal Marketing

From Inspire 2017: RapidStart CRM's Steve Mordue on Microsoft's sales shakeup, and how forward-thinking partners must evolve

by Jason Gumpert
Microsoft’s commitment to partners is not smoke-and-mirrors; but it expects much from partners in return for sales leads, marketing and vertical-specific sales support.
Commerce Customer Engagement Dynamics 365 Education Financial Services Government Healthcare Inspire 2017 Manufacturing Marketing Microsoft Corporate Retail

Inspire 2017: Expect an industry-focused, partner-powered Microsoft

by Dann Anthony Maurno
Microsoft’s One Commercial Partner strategy is aimed at helping partners go to market; its vertical-specific strategy targets six market priorities
Commerce Customer Engagement Digital Transformation Dynamics 365 Dynamics CRM Education Financial Services Government Health & Wellness Healthcare Inspire 2017 Manufacturing

Unit4 acquires Assistance Software for a born-in-the-cloud professional services professional offering

by Dann Anthony Maurno
Two Netherlands-based companies combine for breadth, depth, and vertical-specific know-how.
Architecture Dynamics 365 Financial Services Legal Not For Profit Professional Services

What digital transformation is (and is not): One partner's definition and guidance

by Billy Lyle
Customer expectations and corporate goals drive digital transformation. Redspire provides a practical example, from the professional services industry.
Common Data Service Customer Engagement Customer Relationship Mgmt Dataverse (CDS) Digital Transformation Dynamics 365 Financial Services Marketing Power Platform Professional Services Sales Sales & Marketing

Integration across Microsoft Dynamics 365 for Operations, Sales & PSA: Building a services industry solution

by Andy Yeomans
Until Microsoft offers a fully integrated platform, development partners can fill the void and enable clients to realize their digital transformation goals
BI and Reporting Business Process Mgmt Common Data Service Data Integration Dataverse (CDS) Dynamics 365 Financial Services HR Management Power BI Power BI Power Platform Professional Services

Microsoft Dynamics Partner Roundup: Unified communications for D365; Euro CRM partner acquisition; Aussie D365 partner; New sales & marketing exec

by Linda Rosencrance
A selection of announcements from the Microsoft Dynamics partner channel
Customer Engagement Customer Relationship Mgmt Digital Transformation Dynamics 365 Dynamics CRM Financial Services

Collaboration needed to address the complexities of financial services

by Carel du
Microsoft-hosted FSI CRM Roadshow highlights the complex customer-facing and back-office requirements of financial services, and the digital answers
Customer Engagement Digital Transformation Dynamics 365 Dynamics CRM Financial Services

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Empowering Collaboration: Vendor Portal Solutions for Dynamics 365 Finance and Operations

Dynamics eShop
Vendor portal for Dynamics 365 Finance and Operations
Agriculture Automotive Business Central Construction Distribution Dynamics 365 E-Commerce Finance and Operations Financial Services Food & Beverage Healthcare Industrial Equipment

From Invoice to Paid: How a Payment Portal Supercharges Your Dynamics 365 Business Central ERP

Dynamics eShop
Why integrate a payment portal with Dynamics 365 Business Central?
Business Central Distribution Dynamics 365 E-Commerce Electronics Financial Services Food & Beverage Government Healthcare Industrial Equipment Manufacturing Medical Devices

Connecting Your eMarketplace with Dynamics 365 Business Central

Dynamics eShop
Using Amazon, eBay, BigCommerce, Shopify, or Magento? Connect seamlessly with Dynamics 365 BC
Agriculture Automotive Business Central Construction Consumer Goods Distribution Dynamics 365 E-Commerce Financial Services Food & Beverage Healthcare Industrial Equipment

Microsoft’s Roadmap for Financial Reporting in D365 F&SCM

insightsoftware
Microsoft's new financial and operational reporting for D365 F&SCM is complex (Azure, Power BI, BYOD) - be prepared!
Azure BI and Reporting Data Warehousing Dynamics 365 Dynamics AX Finance and Operations Financial Services Power BI Power Platform

5 Simple Steps for Safeguarding Your Revenue

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This guide is centered on actionable steps, assisting you in recognizing specific profit-draining issues and offering practical solutions
AI Accounting Auditing Business Central Business Process Mgmt CPQ (Configure, Price, Quote) Commerce Customer Engagement Customer Insights Customer Service Customer Service Insights Customer Voice
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One Company's Seamless Migration of Multiple Entities to Dynamics 365 BC 

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Explore the transition story of the Little Rock Convention and Visitors Bureau, as they migrate from Dynamics GP to Dynamics 365 Business Central
Accounting Business Central Commerce Customer Engagement Customer Service Databases Dynamics 365 Dynamics GP Dynamics Marketing Finance and Operations Financial Services Inventory Management

Long-Term Healthcare Facility Operator Manages 19 Locations with One Accountant

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Discover how this long-term healthcare facility operator manages 19 locations effectively with one accountant

AP Automation Accounting Advanced Pricing Bill Of Material Mgmt Billing Business Process Mgmt CPQ (Configure, Price, Quote) Consolidation Accounting Data Management Dynamics GP Financial Management Financial Services

Signature HealthCARE Saves $120,000 a Year While Scaling from 55 to 239 Entities

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Signature HealthCARE streamlined accounting and enabled their team to shift from over 55 databases to just one

AP Automation Accounting Aerospace & Defense Architecture Automotive Azure Billing Budgeting Business Performance Mgmt Business Process Mgmt Complex Billing Consumer Goods

MB2 Dental Scales Monthly Invoicing for 250 Locations Without Adding Overheads

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MB2 Dental needed a way to process thousands of monthly invoices across 250 locations without adding additional overhead

Accounting Aerospace & Defense Architecture Associations Automotive Billing Boating Budgeting Business Performance Mgmt Business Process Mgmt Complex Billing Construction

Case study: Sunshine 811 Saves $15,000 Annually by Streaming Recurring Billing with Subscription Billing Suite

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Sunshine 811 struggled to gain complete visibility of its billing processes. Discover their journey to streamlining recurring revenue

Accounting Auditing Automotive Banking Bill Of Material Mgmt Billing Budgeting Business Performance Mgmt Business Process Mgmt Complex Billing Consolidation Accounting Construction
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Integrity HRP for Dynamics GP

Solutions to manage the entire employee lifecycle One place to recruit, onboard, track time, and more to help manage your...
Aerospace & Defense Agriculture Architecture Associations Automotive Boating Chemicals Construction Consumer Goods Design & Decorating Design & Living Distribution

Integrity Data HRP for Business Central

Manage The Entire Employee Lifecycle With One Solution One place to hire, onboard, track time, pay and engage your people...
Aerospace & Defense Agriculture Architecture Associations Automotive Boating Business Central Chemicals Construction Consumer Goods Design & Decorating Design & Living

BI4Dynamics AX - Business Intelligence for Microsoft Dynamics AX

BI4Dynamics AX is a standardized business intelligence solution on top of Microsoft Dynamics AX that covers all main...
Aerospace & Defense Agriculture Architecture Automotive BI and Reporting Boating Chemicals Construction Consumer Goods Data Warehousing Design & Decorating Distribution

BI4Dynamics NAV - Business Intelligence for Microsoft Dynamics NAV

BI4Dynamics NAV is a standardized business intelligence solution on top of Microsoft Dynamics NAV that covers all main...
Aerospace & Defense Agriculture Architecture Automotive BI and Reporting Boating Chemicals Construction Consumer Goods Data Warehousing Design & Decorating Distribution
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